What is Medicare?
role
Instructional Designer (Sales Enablement)
Tools used
Articulate Rise 360
Client/Context
New-hire Medicare Sales Agents
year
2023
Overview
Built a bilingual (EN/ES) microlearning module to help new Medicare Sales Agents quickly understand and apply core Medicare concepts. Designed for mobile-first delivery and structured practice, with knowledge checks and scenario-based matching activities.
The Challenge
Medicare concepts were difficult for new hires to grasp using existing, text-heavy materials. The team needed a repeatable onboarding resource that simplified key topics and aligned to real job conversations from day one.
Objectives and success metrics
1. Learners explain Medicare Parts A, B, C, and D and what each covers.
2. Learners correctly match common customer scenarios to the appropriate Medicare part.
3. Success can be monitored through scenario-check accuracy and a reduction in new-hire clarification questions during onboarding.
Design and development
1. Blueprinting the Course: With the objectives in place, I mapped out a learner journey that started with the basics and built toward application. I identified milestone concepts and layered in practice opportunities throughout.
[View Blueprint]
2. Storyboarding for Development: I created a detailed storyboard to guide the Rise build. Each block was clearly described, including copy, interactions, visuals, and assessments, to ensure consistency and flow.
[English Storyboard] [Spanish Storyboard]
3. Beyond the Screen: To support retention and real-world application, I designed a printable job aid, a one-page cheat sheet summarizing the Medicare parts. This helped turn the course from a one-time learning event into a long-term reference.
[View Job Aid]
Language Inclusion & Spanish Translation
As a bilingual instructional designer, I believe accessibility includes language. I fully translated the course into Spanish, aligning terminology with the official Spanish Medicare site. This included:
- A Spanish storyboard
- A fully developed Spanish course version
- Cultural sensitivity in tone and examples
Links to both versions available here:
[Launch the English Course]
[Launch the Spanish Course]
- Terminology was aligned to official CMS Spanish-language resources (Medicare y Usted) to ensure consistency and accuracy in a regulated environment.
Quality and iteration
Collected feedback from instructional designers and beta learners and made revisions to improve instructional cues and accessibility (contrast and alt text).
Takeaways
This project brought together many of my strengths, including curriculum design, visual layout, and English-to-Spanish translation and localization QA. It reinforced my focus on building inclusive learning that is clear, practical, and human-centered.
Get in touch
Looking for an instructional designer you don’t have to babysit? I deliver accurate, on-brand training (in English and Spanish) on time, every time. From compliance modules to custom storytelling, I bring clarity, consistency, and calm to complex projects. Ready to get started? Fill out the form below. I’d love to hear about your project.
